Usability testing: Plotting Tools

ROLE: VP User Experience, Morgan Stanley

CHALLENGE: Identify and highlight usability issues as well as requested new features and functions by conducting usability testing on two separate plotting and analytics tools that internal users at Morgan Stanley used on a daily basis.

PROCESS: 16 users were given a range of tasks to perform on either one or both of the internal plotting tools (Matrix and Quotient) based on their experience with the tools or their role in the organization.

DELIVERABLE: Presentation to internal stakeholders describing usability issues found on both tools with recommendations for new features and future development.

OUTCOME: A competitive analysis of other external plotting tools was completed and the prioritized list of improvements, new features and functions was delivered to product managers for inclusion in the product roadmap for each tool.